Nachman Norwood & Parrott’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $445K | Hold |
3,252
| – | – | 0.05% | 195 |
|
|
2021
Q1 | $434K | Hold |
3,252
| – | – | 0.05% | 192 |
|
|
2020
Q4 | $310K | Hold |
3,252
| – | – | 0.04% | 211 |
|
|
2020
Q3 | $307K | Sell |
3,252
-12
| -0.4% | -$1.13K | 0.04% | 201 |
|
|
2020
Q2 | $302K | Buy |
+3,264
| New | +$302K | 0.05% | 197 |
|
|
2020
Q1 | – | Sell |
-3,299
| Closed | -$336K | – | 244 |
|
|
2019
Q4 | $336K | Sell |
3,299
-168
| -5% | -$17.1K | 0.06% | 198 |
|
|
2019
Q3 | $305K | Sell |
3,467
-37
| -1% | -$3.26K | 0.05% | 198 |
|
|
2019
Q2 | $320K | Sell |
3,504
-29
| -0.8% | -$2.65K | 0.06% | 191 |
|
|
2019
Q1 | $298K | Sell |
3,533
-24
| -0.7% | -$2.02K | 0.06% | 188 |
|
|
2018
Q4 | $273K | Buy |
+3,557
| New | +$273K | 0.06% | 188 |
|